Burkett Financial Services’s Warner Bros WBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Hold |
13,651
| – | – | 0.06% | 54 |
|
|
2025
Q1 | $146K | Hold |
13,651
| – | – | 0.06% | 54 |
|
|
2024
Q4 | $144K | Hold |
13,651
| – | – | 0.06% | 50 |
|
|
2024
Q3 | $113K | Hold |
13,651
| – | – | 0.05% | 59 |
|
|
2024
Q2 | $102K | Hold |
13,651
| – | – | 0.05% | 57 |
|
|
2024
Q1 | $119K | Sell |
13,651
-700
| -5% | -$6.11K | 0.06% | 56 |
|
|
2023
Q4 | $163K | Buy |
+14,351
| New | +$163K | 0.09% | 48 |
|